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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,269 | $138,102-91.8% | $125,381-91.0% | $134,532-91.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -19.52% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,080 | $5,245-79.4% | $4,815-77.6% | $4,741-77.2% |
| Participant deferral / active EE | $2,325 | $7,801-70.2% | $7,448-68.8% | $6,401-63.7% |
| Admin fee / account holder | $15 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |